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Get paid on time without chasing

Late invoices drain your cash flow and your patience. Platybooks sends polite, automatic reminders when an invoice goes overdue and follows up on open quotes, so you collect what you're owed without writing another awkward email.

What it does

Platybooks watches your invoices and quotes for you. When an invoice passes its due date, it automatically emails the client a friendly nudge at +3, +7, and +14 days. Each reminder is professional and to the point, with a link to view the invoice and pay online in a couple of clicks.

Open quotes get the same treatment. If a quote sits unanswered, Platybooks sends a follow-up so the deal stays warm and you don't lose work to silence. Every reminder and follow-up is logged, so you always know exactly what was sent and when.

  • Overdue reminders at +3, +7, and +14 days after the due date
  • Automatic follow-ups on quotes that haven't had a response
  • A hosted payment link in every reminder so clients can pay instantly
  • A full activity log of every email sent on each document

How it works

Set it once and let it run. When you finalize an invoice, Platybooks uses its due date to schedule the reminder sequence. If the client pays, the remaining reminders stop on their own, the payment is recorded, and the invoice status updates to paid. No manual cleanup, no double-sends.

Reminders go out from your account with your branding, including your logo on attached PDFs, so every message looks like it came from you. You can also schedule sends in advance and let receipts go out automatically the moment a payment lands.

Why it matters

Chasing payments is the part of running a business nobody signed up for. It's uncomfortable, it eats your week, and it's easy to let slide, which is exactly how invoices drift 30 or 60 days past due.

Automating reminders takes the awkwardness out of it. A steady, polite cadence at +3/+7/+14 days tends to get invoices paid faster than a single email or an inbox you keep meaning to get to. You collect more, sooner, and your cash-flow dashboard shows the difference in outstanding and overdue totals.

Who it's for

This is built for freelancers and small businesses who do the work, send the invoice, and then have to play debt collector. If you'd rather spend that time on clients than on follow-up emails, automated reminders do the chasing for you.

Automated reminders and dunning, scheduled sends, quote follow-ups, and auto-convert are part of the Pro plan ($29/month), which includes up to 5 users and 1,000 emails per month. The Free and Starter plans cover invoices, quotes, PDFs, and payment links if you're not ready for automation yet, and you can upgrade the moment chasing payments starts costing you time.

Frequently asked questions

When are the reminders sent?

Overdue reminders go out automatically at +3, +7, and +14 days after an invoice's due date. Quotes that haven't had a response get a follow-up too. If a client pays before a reminder is due, the remaining reminders stop on their own.

Can I control the tone of the emails?

Reminders are written to be polite and professional, not pushy, and they carry your branding, including your logo on attached PDFs. They include a link so clients can view the invoice and pay online in a couple of clicks.

Which plan includes automated reminders?

Automated reminders and dunning, quote follow-ups, scheduled sends, and auto-convert are included in the Pro plan at $29/month, along with up to 5 users and 1,000 emails per month. You can start free and upgrade when you're ready.

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